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RIA / WealthAdvisorCertified Financial Planner22 years in industry

TERESA R MUNRO

Advisor at WAVERLY ADVISORS, LLC

BIRMINGHAM, AL | Atlanta, GA

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Search this name across graphsid dfx:ria:dc51d2e7-ae86-2a2f-36f9-9b6680389508

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 6, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WAVERLY ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 24, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: May 24, 2004
First registration: Nov 6, 2007
Dual registered: no
Other names: TERRI ROBERTS|TERESA G ROBERTS|TERRI R MUNRO|TERESA R MUNRO|TERESA MUNRO|TERESA ROBERTS MUNRO
IAPD individual key: 4751560

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WAVERLY ADVISORS, LLC	Independent wealth	Jul 27, 2022	n/a	yes	Atlanta, GA\|BIRMINGHAM, AL	Current employment
BT WEALTH MANAGEMENT, LLC	Former SEC adviser	Dec 17, 2013	Jul 28, 2022	no	ATLANTA, GA	Previous registration
HC ADVISORS LLC	Independent wealth	Aug 30, 2012	Dec 10, 2013	no	SANDY SPRINGS, GA	Previous registration
PFM CAPITAL MANAGEMENT LLC	Former SEC adviser	Aug 19, 2008	Oct 11, 2012	no	ATLANTA, GA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Nov 6, 2007	Jul 8, 2008	no	Mountain Brook, AL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BT WEALTH MANAGEMENT, LLC	WAVERLY ADVISORS, LLC	Jul 28, 2022	Jul 27, 2022	-1	Firm change	RIA to RIA
HC ADVISORS LLC	BT WEALTH MANAGEMENT, LLC	Dec 10, 2013	Dec 17, 2013	7	Firm change	Other
PFM CAPITAL MANAGEMENT LLC	HC ADVISORS LLC	Oct 11, 2012	Aug 30, 2012	-42	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	PFM CAPITAL MANAGEMENT LLC	Jul 8, 2008	Aug 19, 2008	42	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
147729:115332:GA:2022-07-28	Jul 28, 2022	Jul 27, 2022	ATLANTA, GA	Firm change

Relationships

Registered with (5)

→ WAVERLY ADVISORS, LLCRegistered adviserregistration: current employment
Jul 27, 2022 to presentfactForm ADV
→ BT WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 17, 2013 to Jul 28, 2022factForm ADV
→ HC ADVISORS LLCRegistered adviserregistration: previous registration
Aug 30, 2012 to Dec 10, 2013factForm ADV
→ PFM CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Aug 19, 2008 to Oct 11, 2012factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Nov 6, 2007 to Jul 8, 2008factForm ADV

Dated events

Occurred
Jul 28, 2022
Advisor changed firm
Teresa R Munro left Bt Wealth Management, Llc for Waverly Advisors, Llc (registered 2022-07-27)
Form ADVobserved 5 days ago